Artwork

Content provided by Financial Symmetry, Chad Smith, and Mike Eklund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Symmetry, Chad Smith, and Mike Eklund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207

21:23
 
Share
 

Manage episode 395485287 series 2394299
Content provided by Financial Symmetry, Chad Smith, and Mike Eklund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Symmetry, Chad Smith, and Mike Eklund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

If you have rollover IRA accounts and want to make a backdoor Roth IRA contribution, this episode is for you.

There are several steps involved to handle this strategy in the right way including understanding how you roll the IRA accounts to your 401k.

Today we walk through five considerations you should think through before you implement a strategy to complete your Backdoor Roth contributions.

****

📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today

🎯 Subscribe to not miss future episodes here

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

  continue reading

218 episodes

Artwork
iconShare
 
Manage episode 395485287 series 2394299
Content provided by Financial Symmetry, Chad Smith, and Mike Eklund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Symmetry, Chad Smith, and Mike Eklund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

If you have rollover IRA accounts and want to make a backdoor Roth IRA contribution, this episode is for you.

There are several steps involved to handle this strategy in the right way including understanding how you roll the IRA accounts to your 401k.

Today we walk through five considerations you should think through before you implement a strategy to complete your Backdoor Roth contributions.

****

📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today

🎯 Subscribe to not miss future episodes here

📰 See the full show notes here

🌐 Explore the Retirement Podcast Network here

  continue reading

218 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide